Moodys Corp
MCO- Exchange
- NYSE
- Industry
- Services-Consumer Credit Reporting, Collection Agencies
- SEC CIK
- 0001059556
In the last 90 days, Moodys Corp insiders filed 0 open-market purchases and 3 sales; 1,415 institutions reported holding it in 13F filings for Q2 2026, worth $71.7B in total; 8 superinvestors hold it, including Berkshire Hathaway and TCI Fund Management.
13F holders, Q1 2026
Institutional positions in Moodys Corp as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,386
- −18 vs. Q4 2025
- Shares held
- 160.8M
- +15.7M (+10.8%) vs. Q4 2025
- Total value
- $70.1B
- −$3.96B (−5.3%) vs. Q4 2025
- New holders
- 154
- 496 more added
- Sold out
- 172
- 511 more reduced
20 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MCO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,415 | $71.7B |
| Q1 2026 | 1,387 | $70.1B |
| Q4 2025 | 1,425 | $83.1B |
| Q3 2025 | 1,337 | $77.0B |
| Q2 2025 | 1,347 | $82.9B |
| Q1 2025 | 1,315 | $77.5B |
| Q4 2024 | 1,303 | $78.2B |
| Q3 2024 | 1,209 | $77.7B |
| Q2 2024 | 1,161 | $70.2B |
| Q1 2024 | 1,133 | $65.4B |
| Q4 2023 | 1,104 | $65.9B |
| Q3 2023 | 1,036 | $53.3B |
| Q2 2023 | 1,025 | $58.3B |
| Q1 2023 | 966 | $52.0B |
| Q4 2022 | 966 | $47.4B |
| Q3 2022 | 937 | $40.9B |
| Q2 2022 | 954 | $46.0B |
| Q1 2022 | 1,023 | $57.3B |
| Q4 2021 | 1,059 | $66.2B |
| Q3 2021 | 976 | $60.2B |
| Q2 2021 | 943 | $62.0B |
| Q1 2021 | 923 | $50.8B |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Moodys Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TRB Wealth Management, LLC | 549 | $239.5K | 0.03% | +549 | New |
| Conning Inc. | 550 | $239.9K | 0.01% | −297−35.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 550 | $240.0K | 0.06% | −22−3.8% | Reduced |
| Howe & Rusling Inc | 552 | $240.7K | 0.02% | −3−0.5% | Reduced |
| Magnetar Financial LLC | 559 | $241.5K | 0.00% | +559 | New |
| Manchester Capital Management LLC | 559 | $243.9K | 0.04% | +6+1.1% | Added |
| EntryPoint Capital, LLC | 559 | $243.9K | 0.07% | +559 | New |
| Ackerman Asset Management, LLC | 559 | $243.9K | 0.17% | +559 | New |
| Drive Wealth Management, LLC | 559 | $243.9K | 0.05% | +559 | New |
| Claret Asset Management Corp | 559 | $244.0K | 0.03% | −17−3.0% | Reduced |
| DV Trading LLC | 560 | $244.3K | 0.02% | +400+250.0% | Added |
| Regent Peak Wealth Advisors LLC | 561 | $244.7K | 0.05% | +10+1.8% | Added |
| Massmutual Trust Co FSB | 563 | $245.6K | 0.01% | −29−4.9% | Reduced |
| Busey Wealth Management | 563 | $245.6K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 566 | $246.9K | 0.01% | −1−0.2% | Reduced |
| Sensenig Capital Advisors, Inc | 567 | $247.4K | 0.25% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 571 | $249.1K | 0.11% | +25+4.6% | Added |
| Tyche Wealth Partners LLC | 574 | $250.5K | 0.04% | 00.0% | Unchanged |
| Atala Financial Inc | 576 | $250.5K | 0.17% | 00.0% | Unchanged |
| Financial Consulate, Inc | 579 | $252.4K | 0.03% | −185−24.2% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 579 | $253.0K | 0.02% | 00.0% | Unchanged |
| Ewa, LLC | 583 | $254.3K | 0.06% | +48+9.0% | Added |
| Legacy Advisors, LLC | 583 | $254.3K | 0.03% | −208−26.3% | Reduced |
| OpenArc Corporate Advisory, LLC | 587 | $256.1K | 0.00% | +86+17.2% | Added |
| Morris Financial Concepts, Inc. | 589 | $257.0K | 0.09% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 590 | $257.4K | 0.01% | 00.0% | Unchanged |
| Defiance ETFs, LLC | 591 | $257.8K | 0.00% | +591 | New |
| Commerce Advisors, LLC | 591 | $258.0K | 0.22% | +591 | New |
| Fenimore Asset Management Inc | 592 | $258.3K | 0.01% | 00.0% | Unchanged |
| Net Worth Advisory Group | 593 | $258.7K | 0.05% | +24+4.2% | Added |
| National Asset Management, Inc. | 601 | $259.7K | 0.02% | +164+37.5% | Added |
| EagleClaw Capital Managment, LLC | 600 | $261.8K | 0.04% | 00.0% | Unchanged |
| Caldwell Trust Co | 600 | $261.8K | 0.02% | 00.0% | Unchanged |
| Close Asset Management Ltd | 600 | $262.0K | 0.01% | −70−10.4% | Reduced |
| BSW Wealth Partners | 601 | $262.0K | 0.03% | −549−47.7% | Reduced |
| Ignite Planners, LLC | 604 | $263.5K | 0.04% | +68+12.7% | Added |
| Perpetual Ltd | 607 | $264.8K | 0.00% | +43+7.6% | Added |
| Pathfinder Wealth Consulting, Inc. | 610 | $266.1K | 0.17% | −3−0.5% | Reduced |
| Alta Advisers Ltd | 611 | $266.5K | 0.10% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 620 | $270.4K | 0.12% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 620 | $270.5K | 0.01% | 00.0% | Unchanged |
| Resolute Wealth Strategies, LLC | 623 | $271.8K | 0.12% | +23+3.8% | Added |
| CVA Family Office, LLC | 626 | $273.1K | 0.03% | +91+17.0% | Added |
| Victory Financial Group, LLC | 627 | $273.5K | 0.03% | +52+9.0% | Added |
| Larson Financial Group LLC | 628 | $274.0K | 0.01% | +89+16.5% | Added |
| Cape Ann Savings Bank | 630 | $274.8K | 0.14% | −30−4.5% | Reduced |
| Ariadne Wealth Management, LP | 631 | $275.3K | 0.12% | +631 | New |
| Essex Financial Services, Inc. | 632 | $275.9K | 0.02% | +28+4.6% | Added |
| Dunhill Financial, LLC | 638 | $278.6K | 0.07% | −3−0.5% | Reduced |
| Integrity Alliance, LLC. | 638 | $278.7K | 0.01% | +10+1.6% | Added |
| First Citizens Bank & Trust Co | 639 | $278.8K | 0.01% | +174+37.4% | Added |
| Cypress Asset Management Inc | 639 | $278.8K | 0.06% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 639 | $278.8K | 0.01% | +639 | New |
| Atlantic Union Bankshares Corp | 641 | $279.5K | 0.01% | +203+46.3% | Added |
| Childress Capital Advisors, LLC | 642 | $280.1K | 0.05% | −22−3.3% | Reduced |
| AlphaGrep UK Ltd | 643 | $280.5K | 0.08% | −94−12.8% | Reduced |
| Saybrook Capital | 643 | $280.5K | 0.08% | 00.0% | Unchanged |
| Capital Research Global Investors | 647 | $282.3K | 0.00% | +647 | New |
| Wulff, Hansen & Co. | 655 | $285.7K | 0.29% | +10+1.6% | Added |
| D'Orazio & Associates, Inc. | 655 | $285.7K | 0.04% | +96+17.2% | Added |
| Innova Wealth Partners | 657 | $286.5K | 0.14% | +226+52.4% | Added |
| FourThought Financial Partners, LLC | 662 | $288.8K | 0.02% | −122−15.6% | Reduced |
| Advyzon Investment Management, LLC | 663 | $289.1K | 0.03% | +30+4.7% | Added |
| Atlanta Consulting Group Advisors, LLC | 664 | $289.7K | 0.06% | −26−3.8% | Reduced |
| Advisors Capital Management, LLC | 672 | $293.4K | 0.00% | −39−5.5% | Reduced |
| Balboa Wealth Partners | 675 | $294.6K | 0.05% | +1+0.1% | Added |
| Boltwood Capital Management | 680 | $296.6K | 0.08% | −20−2.9% | Reduced |
| NorthRock Partners, LLC | 684 | $298.4K | 0.00% | +35+5.4% | Added |
| Guyasuta Investment Advisors Inc | 686 | $299.3K | 0.02% | −67−8.9% | Reduced |
| Salem Investment Counselors Inc | 687 | $299.7K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 687 | $300.0K | 0.01% | +104+17.8% | Added |
| Outlook Wealth Advisors, LLC | 688 | $300.2K | 0.07% | −4−0.6% | Reduced |
| Rice Hall James & Associates, LLC | 689 | $300.6K | 0.02% | 00.0% | Unchanged |
| Rossby Financial, LCC | 686 | $301.2K | 0.06% | +370+117.1% | Added |
| Maseco LLP | 690 | $301.2K | 0.01% | 00.0% | Unchanged |
| West Family Investments, Inc. | 691 | $301.4K | 0.11% | −254−26.9% | Reduced |
| Quotient Wealth Partners, LLC | 692 | $301.8K | 0.01% | +5+0.7% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 700 | $305.4K | 0.13% | 00.0% | Unchanged |
| XTX Topco Ltd | 701 | $305.8K | 0.01% | −2,338−76.9% | Reduced |
| Plotkin Financial Advisors, LLC | 702 | $306.2K | 0.15% | 00.0% | Unchanged |
| OLIO Financial Planning | 711 | $310.1K | 0.09% | +137+23.9% | Added |
| Sax Wealth Advisors, LLC | 614 | $313.7K | 0.02% | 00.0% | Unchanged |
| Carson Advisory Inc. | 720 | $314.1K | 0.16% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 727 | $317.2K | 0.03% | +44+6.4% | Added |
| Guardian Wealth Advisors, LLC | 729 | $318.0K | 0.02% | −2−0.3% | Reduced |
| Cozad Asset Management Inc | 730 | $318.5K | 0.03% | −40−5.2% | Reduced |
| Catalytic Wealth RIA, LLC | 735 | $320.6K | 0.01% | −794−51.9% | Reduced |
| McLean Asset Management Corp | 736 | $321.0K | 0.06% | −20−2.6% | Reduced |
| HCR Wealth Advisors | 736 | $321.1K | 0.03% | +7+1.0% | Added |
| Sun Financial Inc | 744 | $321.9K | 0.16% | −49−6.2% | Reduced |
| Wick Capital Partners, LLC | 739 | $322.3K | 0.06% | +739 | New |
| VestGen Advisors, LLC | 715 | $323.0K | 0.01% | −24−3.2% | Reduced |
| Silvia McColl Wealth Management, LLC | 742 | $323.7K | 0.21% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 748 | $326.4K | 0.06% | −406−35.2% | Reduced |
| CBOE Vest Financial, LLC | 753 | $328.5K | 0.00% | −23−3.0% | Reduced |
| Prelude Capital Management, LLC | 758 | $330.7K | 0.03% | +70+10.2% | Added |
| Equitable Holdings, Inc. | 656 | $332.4K | 0.00% | +656 | New |
| Western Wealth Management, LLC | 763 | $333.0K | 0.01% | −62−7.5% | Reduced |
| Gladstone Institutional Advisory LLC | 767 | $334.6K | 0.01% | +102+15.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 774 | $337.7K | 0.02% | −7−0.9% | Reduced |